Who is Huang from 2010? And importantly what is 2025’s CUDA?

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

• Throwbacks to 2010
• Throw forwards to the next trillion
• Cigarettes ages 8+

If that’s enough to get the operating system operating, read on…

AI Collision 💥

It’s 2010…

David Cameron just became Prime Minister knocking Gordon Brown off the top perch. Europe is about to head into (another) debt crisis. England is about to fail at (another) World Cup, which Spain will go on to win. BP is about to have it’s Deepwater Horizon rig blow up and create a gigantic oil spill in the Gulf of Mexico. And Matt Cardle (X Factor) will hold the Xmas number 1.

Also…

This guy (below) will explain how his little computer harweard company is going to become the most important company in the world.

What Jensen Huang (Nvidia founder and CEO) outlines here is not so much how Nvidia becomes a hardware titan, or a leader in AI or chips. He’s really talking about how his company is delivering a platform that allows for advanced computing.

The value isn’t so much in what they make, but more how they get their products working at their peak. CUDA is the operating system for AI. And it’s this value in an operating system that made Microsoft so valuable, Nvidia so valuable, and maybe another company so valuable…

Hindsight is wonderful. And Huang is a visionary. But you look at the most successful companies in the world, and they do tend to have a commonality to them. And it’s a visionary workaholic who refuses to give up on the vision, is ruthless in that pursit, but is capable of being flexible on how to get there.

Today you ask, who is the Huang of today, that builds the Nvidia of tomorrow? Not in the sense of AI hardware (although you’ll find that’s probably most likely), but who’s that little bit crazy, little bit ruthless, little bit visionary that’s building the next $3.4 trillion company?

I don’t mean to look at Bezos, or Zuckerberg, Musk or Huang, they’re already will into the trillion dollar club with Amazon, Meta, Tesla and Nvidia. But where’s the next trillion dollar play?

There’s a few early contenders. I would consider Palmer Luckey as one, and while Andruil is private, I don’t see it lasting that way for long. But another I would think contends in this space is Alex Karp from Palantir.

Now, some people will say that Palantir is deep state on steroids. That it’s a Mossad/CIA funded surveillance demon that’s going to bring about the end of the world.

Maybe. I don’t’ know. What I do know is that Karp has that mix of brilliance, ruthlessness, crazy and relentless pursuit of success for his company that gives Palantir that chance to maybe end up in the lofty trillion-dollar-plus category.

Palantir just hosted their AIPCon (the 7th edition now) and you can find Karp’s opening remarks below.

I guess with a company like Palantir, you need to figure out where the line exists between what could be “deep state” and what could just be another company with such a defined moat that it’s hard to ignore what they’re doing.

Because when you look at Palantir, it’s not so much that they’ve got some kind of secret sauce hardware that no one else is doing. But the platform they’ve built to connect industry and companies makes them world leading. And it does remind me of what CUDA is to Nvidia or what Windows is to Microsoft.

Palantir’s secret sauce is in their autonomous governance operating system for organisations. Maybe you could think of it like an extra CEO, CFO, CMO, COO wrapped into instant decision making and analytics…for every company and government on earth.

Maybe it’s a little scary what they’re building. their stock price and earnings ratio is ceratinly scary enough. But I remember many times when people thought Nvidia was overvalued…and how did that work for them?

Perhaps, Palantir follows a similar path, perhaps Karp is that visionary with a dash of crazy that is needed, perhaps Palantir is building the new operating system for the world, and perhaps that equates to serious value long term.

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Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

Boom 📈

• Micron (NASDAQ:MU) up 10%
• Allegro Microsystems (NASDAQ:ALGM) up 8%
• Meta (NASDAQ:META) up 6%

Bust 📉

• Alphabet (NASDAQ:GOOG) down 2%
• Palantir (NASDAQ:PLTR) down 2%
• Tesla (NASDAQ:TSLA) down 20%

From the hive mind 🧠

• Considering how much Google has been a pioneer in AI development and advances, it makes sense to turn into their monthly AI round-up. And fari play to them, it’s pretty good.
• Speaking of things that are pretty good, this threat report from OpenAI is up there too. It takes a look at how they’re combatting the malicious use of AI, with real-world case studies. Worth a read.
• I saw a report on how China’s using AI to rewrite their history. And it also made me think of the following meme…

Artificial Polltelligence 🗳️

Weirdest AI image of the day

Lego Cigarettes for ages 8 plus

ChatGPT’s random quote of the day

Thanks for reading, and don’t forget to leave comments and questions below,

Sam Volkering

Editor-in-Chief

AI Collision